$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
With over one billion dollars of assets under management, Sage Wealth Management Group is committed to building strong client relationships based on trust and personalized service. Supported by the global resources of UBS Financial Services, our team has over 200 years of collective experience with our members having an average of over 25 years in the financial services industry.
We work with high net worth individuals, multigenerational families, and business owners to provide comprehensive financial planning and wealth management.
As a team we have various capabilities and areas of expertise and the resources to guide you through the various phases of your life. We strive to understand your goals and provide ongoing guidance focused on achieving those goals. We work alongside your tax and legal professionals to provide cohesive, personal and thoughtful advice.
By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager